Hiring: Investment Analyst

January 27th, 2025

About PFM Capital Inc.
PFM Capital is an employee-owned investment management firm, focused on private equity investment in Saskatchewan and Western Canada. Founded in 1989 as a corporate finance company, PFM has been managing private equity and venture capital funds since 1993. PFM currently manages over $930 million in assets. With its head office in Regina, SK, and a satellite office in Winnipeg, MB, this position may be based in either Regina or Winnipeg.

Investment Analyst
Reporting to the Chief Investment Officer and the senior members of the Investment Team, the Investment Analyst will be a key member of the PFM Capital Investment Team. The Investment Analyst will gain exposure to all areas of the private equity investment process including deal origination, due diligence, monitoring, and reporting primarily through their role in providing support to the team.

Responsibilities
The Investment Analyst will execute the following responsibilities:

– Providing analysis on investment opportunities including financial modeling, valuation and market analysis, participating in the structuring and negotiation of terms, and contributing to the preparation of investment recommendations;

– Participating in the monthly and quarterly reporting of the private equity portfolios including providing analysis on existing investments in the portfolio, returns and attribution analysis, and other reporting requirements in support of the portfolio management decision-making process;

– Preparing analytical reports on investee companies on an ad-hoc basis focused on valuation, exit, strategy, etc.;

– Completing various research, analyses, and strategic plans to support the ongoing management of investee companies;

– Preparing special analysis projects regarding specific sectors and economic events; and

– Supporting the Investment Team and senior leadership of PFM in a variety of workflows.

Qualifications
We are seeking an enthusiastic individual with superior analytical and communication skills, and an interest in private equity portfolio management. The position will provide exposure to all areas of the manager’s investment process and the opportunity for growing involvement in decision-making. Applicants will ideally have 1-5 years of relevant work experience, have completed a university business degree specializing in finance or accounting and be currently enrolled in or have aspirations to complete the CFA or CBV designation. PFM offers a competitive compensation package, including base salary, annual bonus potential, health benefits, assistance with continuing education, and a pension plan.

Applicants
We thank all those who apply however only candidates chosen for an interview will be contacted. For confidential consideration, please submit a cover letter, CV, and official university transcript by February 20th, 2025 to:

PFM Capital Inc.
1925 Victoria Avenue, 2nd Floor
Regina, Sask. S4P 0R3
Email: pfm@pfm.ca
Attention: Johanna Salloum

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    Through its affiliation with the fund managers PFM Fund Operations, PFM Venture Capital, Prairie Ventures GP, TopSoil Farm Land Management, and TopSoil Farm Land Management (II), and doing business as PFM Capital ("PFM Capital" or "PFM"), PFM is a leading private equity investment firm in Saskatchewan. Founded in 1989 as a corporate finance company, PFM has been managing private equity and venture capital funds since 1993. This website does not represent an offering of securities. The information disclosed is incomplete and can be qualified in its entirety by each fund's most recent offering document or limited partnership agreement, obtainable free of charge by contacting PFM Capital Inc. The securities described herein are only available to eligible investors in Canada in accordance with applicable securities laws. Privacy Policies

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